PARTNER - JUMP

Power Actionable Planning Next Steps with Asset-Map + Jump

The Asset-Map + Jump integration combines Jump's AI meeting intelligence with Asset-Map's visual household framework, helping advisors reclaim hours of administrative time while ensuring their planning conversations are built on current client information.

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Features Overview

Insight Extraction

Quickly and easily create new households or update existing households through AI meeting capture, which automatically identifies prioritized insights and relevant household data.

Smart Suggestions

Jump intelligently suggests updates within Asset-Map’s household framework, helping advisors eliminate manual data entry after meetings and reducing their workload.

Compliance-ready Deliverables

Automated documentation keeps advisors’ records current and compliant, allowing them to redirect saved hours toward delivering more client services.

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This Integrations Requires

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